Investment Programs for Not-for-Profits | Wespath Institutional Investments

Quarterly Investor Letter: Q3 2024

Wespath’s quarterly letter for institutional investors provides pertinent market and fund information, plus insights from members of our investment team. For the third quarter of 2024, we dive into the Fed's interest rate cut, the potential for renewed interest in small-cap stocks, why it's important to be a patient investor, and more.

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Wespath Institutional Investments (WII) adheres to its fiduciary responsibility to our investors by implementing an investment philosophy and OCIO service offering informed by the values of The United Methodist Church. Our uncompromising approach seeks competitive performance, aligned with our sustainable investment vision. The framework that guides our investment strategy is designed to deliver positive, long-term financial results:

Long-Term Perspective
Diversification
Active Management
Sustainability

The financial health of your organization and long-term sustainability of your mission are our top priorities. We are guided by principles—ethical and fiscal— that strive to meet our investors’ investment objectives.

As Your OCIO Provider, We've Got You Covered

Our team takes on the rigors of investment management while always striving to maintain your core values and advance your financial goals.

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How a Collaborative Approach to Investing in Infrastructure Benefits Wespath’s Investors

Recently, Wespath sought out a new investment strategy focused on infrastructure. The process led to a great example of cross-departmental collaboration and asset manager due diligence.

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Markets at a Glance: Q3 2024

Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the third quarter of 2024, including the delicate balancing act the U.S. Federal Reserve faces to help stabilize inflation around 2% per year, while maintaining a healthy jobs market.

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